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20121001
20121031
Search Results 0 to 17 of about 18 (some duplicates have been removed)
in a growing market. between mexico and brazil, that's almost 60% latin american corrugated business. we've got a strong position in mexico and now we've got the footprint in brazil. >> now, when my dad was selling corrugated paper for international paper, the one thing that we knew was that only wholesalers knew what corrugated paper was. it used to be one of those things where big businesses knew. we all get packages now at home. we come home every night and there's a package from amazon that's in corrugated. everybody ships them because of the internet. how do you think that the holiday season is going to be for international paper, because of all this internet ordering? >> we were talking about that this morning, with, you know, one of the interviews, and when you slice apart our corrugated packaging business, it goes into so many end-use markets. and online retailing la ining l, at this point, it's going to be stronger than last year. because we see some strength in that segment of our corrugated box business as we go into the holidays. >> i know federal express and united parcel talking a
in the emerging markets in china or south korea or mexico are really helping us to capitalize on what has been a solid trend here in north america. >> one of the big weaknesses in due pot was titanium dioxide, a whitener which has been responsible for 60% of the growth in the last two quarters. you are a buyer of titanium dioxide. i presume that dupont's woes could be good for your company. >> we've experienced quite a bit of inflation over the past two years. and still, year over year in the third quarter here in 2012, the prices for tio 2 in north america are higher than they were a year ago. that trend has changed during 2012. we have seen some declines, prices are still higher than they were last year, but we are finally getting moderation in this chemical commodity that is an important component in our formulations and we think this would be a help for us going forward as we no longer have to engage in these aggressive measures to reduce the impact of this tio2 inflation in our raw material cost picture. >> one last question, when you are doing this deal with georgia gulf, people can tend
in japan, china, brazil, canada. mexico. and these are doing very well. >> they are indeed. we're in 21 countries and with the exception of a few countries in europe, the rest of the world is actually doing pretty well. including some of the places in europe and northern europe, the u.k., turning the corner. so southern europe has still got a ways to go. i would say the world after three or four years of being very soft in our business has really firmed up and is doing quite well. >> okay. how do you deal with the perception of the gloom and doom? in other words, if someone were to turn you on and say this man obviously has no real exposure to these economies, he would know better than you, but no one has the exposure you have. >> this is not new news, the fact that europe is in trouble is not new news. that has been more than adequately reflected in our valuation. in fact, i did the math at one point. i thought it was 3x the real impact on us. so i think that's the old news. i think the new news is that after four years of virtually no construction, these markets are getting back into
to nevada -- would it be worth it? in mexico, a ton of gold mines that were closed because gold was $200. if we get to $2,000, will lots of mines open? >> the expiration right now, the gold mines are much lower grade gold mines, you have to build much bigger mines, they are more complicated to build, and they are not economic to build. there is lots of gold to be found in nevada, but every time they find it, it looks like an uneconomic gold mine. even if it is, it will take ten years to permit it in nevada. >> i think you have that great niche. so glad you watch the show and came on, these are the kinds of companies that need to be bought, if you don't want to own the gld. i don't want the individual risk of the gold you deal with. thank you to sandstorm gold. it had a big run since last friday. if you like gold, sandstorm goes higher. >>> coming up, smart speculation. as science and technology converge, ground-breaking developments in medicine continue to emerge. cramer is focusing in on one biotech that could be on the merge of a major move. >>> remember that therapeutics, the tiny bio
footprint. but our core markets which are texas, oklahoma, new mexico and louisiana have fabulous demographics and they are very, very large. our territory is as big as boston to new orleans. it's a lanch territory. huge growth. we see the opportunity to build a larger, stronger business continuing in our trends in the coming years. >> we have seen circle k, others in the business. why have they not done mlp similar to this. we don't have a lot without a lot of risk. >> i think that we are the first to take advantage of the mlp structure inside the fuel distribution side of the business. but there are other companies, i think, that study it hard. there may be other names that come to market. >> we are very interested in natural gas, texas, oklahoma. huge amount of natural gas. would you ever see that stripes would ever have compressed natural gas pumps? >> jim, i think we will have a couple of sites in test mode in the next six months. >> really? >> we are looking at partnering with major oil producers in the permean and eagleford shale play which are big markets for us. important
Search Results 0 to 17 of about 18 (some duplicates have been removed)

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